groundingpoint also offers consulting course in
Practice Management

Mindy Crary has many years of experience successfully improving operations in financial planning practices. 

Areas covered include:

• Electronic Office and Technology Support
• Manpower Support and Responsibilities
• Advisor/Practice Time Management
• Seasonal Client Service Model
• Basic and Licensed Meeting Preparation
• Deliverable Production and Documentation
• Retainer Development and Service Proposition
• Marketing and Referral Systems
• Asset Management and Review Model
• Risk Management Model
• Business Submission and Tracking
• Compliance Assessment and Review
• Practice Communication Model
• Process Documentation Model
• Policy and Benefits Review

For more information about Practice Management services,
contact groundingpoint today.